IT之家 News on October 17: According to a report yesterday by Taiwan media Economic Daily, at the earnings conference held on the 15th,proclaiming that AI demand continues to heat up and the supply-demand gap remains large, and stating that TSMC's revenue in US dollars for this quarter continues to hit new highs, with full-year revenue in US dollars growing about 44% year over year.
Wei Zhejia emphasized that TSMC is going all out to expand production capacity, market demand is very strong and continues to grow, and "TSMC's profitability has no ceiling", but it will not happen overnight. TSMC's philosophy and strategy have always been to cooperate with customers, hoping to help customers succeed first, and only then realize its own value.
Wei Zhejia said that AI applications are moving from chatbots to AI assistants, the usage rate of AI agents is increasing, and the popularization of open-source models also helps improve efficiency and lower the barrier to use, driving more demand for advanced chips. In addition to AI accelerators, demand for AI central processing units (CPUs) and network communication chips is also continuously increasing, creating more business opportunities for TSMC and its customers.
According to previous reports by IT之家,TSMC's net profit for the third quarter of 2026 was NT$763.06 billion(IT之家 note: about RMB 157.725 billion at the current exchange rate), up 68.7% year over year; TSMC's gross margin in the third quarter was 66.4%, operating margin 58.7%, and net profit margin 51.1%.